RAGHX Mutual Fund

RAGHX Mutual Fund

NAV$30.35

Returns Overview

1 Month
+6.05%
3 Months
+6.68%
6 Months
-3.07%
YTD
-3.10%
1 Year
+9.31%
3 Years (annualized)
+0.86%
5 Years (annualized)
+5.40%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAGHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
-3.10%
Peer Avg (YTD)
+7.57%
vs Peers
-10.67%

RAGHX Mutual Fund Performance

RAGHX performance across multiple time periods: 1-month 6.05%, YTD -3.10%, 1-year 9.31%, 3-year 0.86%, 5-year 5.40%, 10-year 9.81%.

RAGHX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

RAGHX performance comparison shows side-by-side returns with another fund. RAGHX alternatives are available in the Mutual Fund Screener.